Marks Group Wealth Management
Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, AAPL, SYK, UNH, ICE, and represent 10.03% of Marks Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVT (+$9.5M), CW (+$9.3M), SAIA (+$8.9M), FCN (+$8.7M), ROP (+$8.6M), ALC (+$8.2M), CI (+$8.1M), DECK (+$7.9M), CASY (+$5.5M), EFV (+$5.3M).
- Started 19 new stock positions in NWG, SMLF, NTRA, CASY, VWO, MFG, NVT, VEEV, CW, NFLX. FCN, RWL, GEV, GIS, PCN, PHK, VT, MOD, SAIA.
- Reduced shares in these 10 stocks: APH (-$8.9M), ADI (-$8.0M), MDT (-$7.9M), JBHT (-$7.1M), , , , DELL (-$5.7M), , JKHY.
- Sold out of its positions in APH, ADI, BP, BNTX, CNC, JBHT, IBN, HEFA, OC, ULTA. VRSN, ZTS, G, MNDY.
- Marks Group Wealth Management was a net buyer of stock by $36M.
- Marks Group Wealth Management has $1.0B in assets under management (AUM), dropping by 10.33%.
- Central Index Key (CIK): 0001802473
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Marks Group Wealth Management holds 293 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Alphabet Cap Stk Cl C (GOOG) | 2.6 | $27M | +5% | 162k | 167.19 |
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Apple (AAPL) | 2.3 | $24M | 103k | 233.00 |
|
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Stryker Corporation (SYK) | 1.8 | $19M | +3% | 53k | 361.26 |
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UnitedHealth (UNH) | 1.7 | $18M | 31k | 584.68 |
|
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Intercontinental Exchange (ICE) | 1.6 | $17M | -2% | 105k | 160.64 |
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Visa Com Cl A (V) | 1.5 | $16M | +3% | 59k | 274.95 |
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Republic Services (RSG) | 1.5 | $16M | 79k | 200.84 |
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FactSet Research Systems (FDS) | 1.4 | $15M | +4% | 32k | 459.88 |
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Microsoft Corporation (MSFT) | 1.3 | $14M | +2% | 31k | 430.30 |
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Meta Platforms Cl A (META) | 1.3 | $13M | 23k | 572.45 |
|
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Moody's Corporation (MCO) | 1.2 | $13M | 28k | 474.59 |
|
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Msci (MSCI) | 1.2 | $12M | +6% | 21k | 582.93 |
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Roper Industries (ROP) | 1.1 | $12M | +278% | 21k | 556.44 |
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salesforce (CRM) | 1.0 | $10M | +5% | 38k | 273.70 |
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Emcor (EME) | 1.0 | $10M | +2% | 24k | 430.53 |
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Parker-Hannifin Corporation (PH) | 1.0 | $10M | 16k | 631.82 |
|
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Eaton Corp SHS (ETN) | 0.9 | $9.9M | +11% | 30k | 331.44 |
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Fair Isaac Corporation (FICO) | 0.9 | $9.9M | -17% | 5.1k | 1943.52 |
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Brown & Brown (BRO) | 0.9 | $9.9M | -4% | 95k | 103.60 |
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Caci Intl Cl A (CACI) | 0.9 | $9.9M | 20k | 504.56 |
|
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Copart (CPRT) | 0.9 | $9.8M | +3% | 188k | 52.40 |
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Carlisle Companies (CSL) | 0.9 | $9.7M | +2% | 22k | 449.75 |
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W.W. Grainger (GWW) | 0.9 | $9.7M | 9.3k | 1038.75 |
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Alcon Ord Shs (ALC) | 0.9 | $9.6M | +562% | 96k | 100.07 |
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Fiserv (FI) | 0.9 | $9.6M | -3% | 54k | 179.65 |
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Texas Roadhouse (TXRH) | 0.9 | $9.6M | +5% | 54k | 176.60 |
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Itt (ITT) | 0.9 | $9.6M | 64k | 149.51 |
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Boston Scientific Corporation (BSX) | 0.9 | $9.5M | 114k | 83.78 |
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Air Products & Chemicals (APD) | 0.9 | $9.5M | +2% | 32k | 297.74 |
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Leidos Holdings (LDOS) | 0.9 | $9.5M | 58k | 163.00 |
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Nvent Electric SHS (NVT) | 0.9 | $9.5M | NEW | 135k | 70.26 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $9.3M | -4% | 26k | 353.49 |
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Curtiss-Wright (CW) | 0.9 | $9.3M | NEW | 28k | 328.69 |
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Primerica (PRI) | 0.9 | $9.3M | 35k | 265.15 |
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Deckers Outdoor Corporation (DECK) | 0.9 | $9.2M | +598% | 58k | 159.45 |
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Honeywell International (HON) | 0.9 | $9.1M | +5% | 44k | 206.71 |
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S&p Global (SPGI) | 0.9 | $9.1M | 18k | 516.62 |
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Ingersoll Rand (IR) | 0.9 | $9.1M | +2% | 93k | 98.16 |
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TJX Companies (TJX) | 0.9 | $9.1M | 77k | 117.55 |
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Icon SHS (ICLR) | 0.9 | $9.1M | +12% | 32k | 287.31 |
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Watsco, Incorporated (WSO) | 0.9 | $8.9M | +2% | 18k | 491.88 |
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Tractor Supply Company (TSCO) | 0.9 | $8.9M | +2% | 31k | 290.93 |
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Ishares Tr Eafe Value Etf (EFV) | 0.9 | $8.9M | +149% | 155k | 57.53 |
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Saia (SAIA) | 0.8 | $8.9M | NEW | 20k | 437.26 |
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Broadridge Financial Solutions (BR) | 0.8 | $8.8M | 41k | 215.03 |
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Automatic Data Processing (ADP) | 0.8 | $8.7M | 31k | 276.73 |
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FTI Consulting (FCN) | 0.8 | $8.7M | NEW | 38k | 227.56 |
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Arthur J. Gallagher & Co. (AJG) | 0.8 | $8.6M | -4% | 31k | 281.37 |
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Franklin Electric (FELE) | 0.8 | $8.5M | +4% | 82k | 104.82 |
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Marsh & McLennan Companies (MMC) | 0.8 | $8.5M | 38k | 223.09 |
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Darden Restaurants (DRI) | 0.8 | $8.5M | +3% | 52k | 164.13 |
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Ametek (AME) | 0.8 | $8.5M | +4% | 50k | 171.71 |
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Ss&c Technologies Holding (SSNC) | 0.8 | $8.5M | -4% | 115k | 74.21 |
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Aon Shs Cl A (AON) | 0.8 | $8.5M | +4% | 25k | 345.99 |
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Jacobs Engineering Group (J) | 0.8 | $8.4M | +13% | 64k | 130.90 |
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Gra (GGG) | 0.8 | $8.4M | +3% | 96k | 87.51 |
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Rb Global (RBA) | 0.8 | $8.3M | -3% | 104k | 80.49 |
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Cigna Corp (CI) | 0.8 | $8.3M | +3669% | 24k | 346.44 |
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Union Pacific Corporation (UNP) | 0.8 | $8.3M | 34k | 246.47 |
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Steris Shs Usd (STE) | 0.8 | $8.3M | 34k | 242.53 |
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General Dynamics Corporation (GD) | 0.8 | $8.2M | +2% | 27k | 302.20 |
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Amdocs SHS (DOX) | 0.8 | $8.2M | 94k | 87.48 |
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Teledyne Technologies Incorporated (TDY) | 0.8 | $8.2M | +2% | 19k | 437.66 |
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Iqvia Holdings (IQV) | 0.8 | $8.2M | 35k | 237.00 |
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Avery Dennison Corporation (AVY) | 0.8 | $8.2M | +4% | 37k | 220.76 |
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.8 | $8.1M | +3% | 172k | 47.29 |
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Amazon (AMZN) | 0.8 | $8.0M | +22% | 43k | 186.33 |
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Morningstar (MORN) | 0.8 | $8.0M | 25k | 319.12 |
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Toro Company (TTC) | 0.8 | $7.9M | +2% | 92k | 86.73 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $7.9M | -11% | 74k | 107.65 |
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Becton, Dickinson and (BDX) | 0.8 | $7.9M | +3% | 33k | 241.10 |
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Canadian Pacific Kansas City (CP) | 0.7 | $7.4M | +4% | 86k | 85.54 |
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Chipotle Mexican Grill (CMG) | 0.6 | $5.9M | +90% | 103k | 57.62 |
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Paycom Software (PAYC) | 0.6 | $5.9M | +168% | 35k | 166.57 |
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Cintas Corporation (CTAS) | 0.5 | $5.6M | +315% | 27k | 205.88 |
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Intuitive Surgical Com New (ISRG) | 0.5 | $5.5M | 11k | 491.27 |
|
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Casey's General Stores (CASY) | 0.5 | $5.5M | NEW | 15k | 375.71 |
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NVR (NVR) | 0.5 | $5.5M | +4% | 557.00 | 9812.00 |
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Thermo Fisher Scientific (TMO) | 0.5 | $5.5M | -7% | 8.8k | 618.57 |
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IDEXX Laboratories (IDXX) | 0.5 | $5.1M | +6% | 10k | 505.22 |
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Expeditors International of Washington (EXPD) | 0.5 | $4.9M | -27% | 38k | 131.40 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.9M | +2% | 11k | 460.26 |
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Cavco Industries (CVCO) | 0.5 | $4.8M | +38% | 11k | 428.25 |
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Ishares Msci Emrg Chn (EMXC) | 0.5 | $4.8M | +29% | 78k | 61.11 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $4.3M | 21k | 210.86 |
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Donaldson Company (DCI) | 0.4 | $4.3M | 59k | 73.70 |
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Monster Beverage Corp (MNST) | 0.4 | $4.0M | +73% | 77k | 52.17 |
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Ishares Tr Global Tech Etf (IXN) | 0.4 | $3.8M | -19% | 46k | 82.53 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.7M | 6.5k | 573.78 |
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Dell Technologies CL C (DELL) | 0.4 | $3.7M | -60% | 31k | 118.55 |
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TransDigm Group Incorporated (TDG) | 0.3 | $3.5M | +317% | 2.5k | 1427.13 |
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Exxon Mobil Corporation (XOM) | 0.3 | $3.5M | 30k | 117.22 |
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Fastenal Company (FAST) | 0.3 | $3.4M | 48k | 71.42 |
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Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.4M | 44k | 77.91 |
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Gartner (IT) | 0.3 | $3.2M | +60% | 6.3k | 506.76 |
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Guggenheim Strategic Opportu Com Sbi (GOF) | 0.3 | $3.1M | 196k | 15.76 |
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Medtronic SHS (MDT) | 0.3 | $3.1M | -71% | 34k | 90.03 |
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Verisk Analytics (VRSK) | 0.3 | $3.1M | -27% | 11k | 267.96 |
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Edison International (EIX) | 0.3 | $3.0M | 35k | 87.09 |
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Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $3.0M | 114k | 26.02 |
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Autodesk (ADSK) | 0.3 | $2.9M | +6% | 11k | 275.48 |
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NVIDIA Corporation (NVDA) | 0.3 | $2.8M | +9% | 23k | 121.44 |
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Target Corporation (TGT) | 0.3 | $2.7M | 17k | 155.90 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.6M | 15k | 179.30 |
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $2.5M | 24k | 104.67 |
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Starbucks Corporation (SBUX) | 0.2 | $2.4M | 25k | 97.49 |
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Enbridge (ENB) | 0.2 | $2.4M | 59k | 40.61 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $2.4M | 57k | 41.77 |
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United Parcel Service CL B (UPS) | 0.2 | $2.4M | 17k | 136.34 |
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Lamar Advertising Cl A (LAMR) | 0.2 | $2.4M | +29% | 18k | 133.60 |
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Coca-Cola Company (KO) | 0.2 | $2.3M | 33k | 71.86 |
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SPS Commerce (SPSC) | 0.2 | $2.3M | 12k | 194.17 |
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International Business Machines (IBM) | 0.2 | $2.3M | 10k | 221.08 |
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Pool Corporation (POOL) | 0.2 | $2.3M | +8% | 6.1k | 376.83 |
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Sap Se Spon Adr (SAP) | 0.2 | $2.3M | -21% | 10k | 229.10 |
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Oracle Corporation (ORCL) | 0.2 | $2.3M | 13k | 170.41 |
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Duke Energy Corp Com New (DUK) | 0.2 | $2.3M | 20k | 115.29 |
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BlackRock (BLK) | 0.2 | $2.3M | +21% | 2.4k | 949.60 |
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Ge Aerospace Com New (GE) | 0.2 | $2.3M | +221% | 12k | 188.58 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $2.2M | 19k | 119.06 |
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Us Bancorp Del Com New (USB) | 0.2 | $2.2M | 48k | 45.73 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.1M | 5.5k | 383.94 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.1M | 3.00 | 691180.00 |
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Amgen (AMGN) | 0.2 | $2.0M | 6.3k | 322.19 |
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Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $2.0M | 68k | 29.48 |
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Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $2.0M | 231k | 8.72 |
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Verizon Communications (VZ) | 0.2 | $2.0M | 44k | 44.91 |
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Genuine Parts Company (GPC) | 0.2 | $2.0M | 14k | 139.68 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.0M | 21k | 95.75 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.9M | -6% | 11k | 173.67 |
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American Tower Reit (AMT) | 0.2 | $1.9M | 8.1k | 232.56 |
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Pimco Dynamic Income SHS (PDI) | 0.2 | $1.8M | 90k | 20.27 |
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Wells Fargo & Company (WFC) | 0.2 | $1.8M | 31k | 56.49 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $1.8M | -54% | 31k | 57.41 |
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Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.7M | 35k | 49.70 |
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Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.2 | $1.7M | 146k | 11.64 |
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GSK Sponsored Adr (GSK) | 0.2 | $1.7M | +3% | 41k | 40.88 |
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Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.7M | -3% | 17k | 96.57 |
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Haleon Spon Ads (HLN) | 0.2 | $1.6M | -21% | 152k | 10.58 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.6M | +11% | 1.9k | 833.25 |
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Paychex (PAYX) | 0.1 | $1.6M | -39% | 12k | 134.15 |
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Jack Henry & Associates (JKHY) | 0.1 | $1.5M | -58% | 8.7k | 176.54 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.5M | 2.9k | 527.69 |
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Rivernorth Opprtunities Fd I (RIV) | 0.1 | $1.5M | 115k | 12.92 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | 8.4k | 174.57 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.5M | 5.5k | 263.82 |
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Rollins (ROL) | 0.1 | $1.4M | +3% | 28k | 50.58 |
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Saba Capital Income & Oprnt Shs New (BRW) | 0.1 | $1.4M | 186k | 7.59 |
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Pimco High Income Com Shs (PHK) | 0.1 | $1.4M | NEW | 281k | 5.00 |
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Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 6.7k | 206.57 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | 7.7k | 179.16 |
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Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.4M | +62% | 22k | 62.56 |
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Ameriprise Financial (AMP) | 0.1 | $1.3M | 2.9k | 469.81 |
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Gabelli Equity Trust (GAB) | 0.1 | $1.3M | -48% | 245k | 5.49 |
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Huntington Ingalls Inds (HII) | 0.1 | $1.3M | 5.0k | 264.38 |
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Emerson Electric (EMR) | 0.1 | $1.3M | 12k | 109.37 |
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PIMCO Corporate Income Fund (PCN) | 0.1 | $1.3M | NEW | 92k | 14.19 |
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Deere & Company (DE) | 0.1 | $1.3M | 3.1k | 417.33 |
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Pgim Short Duration High Yie (ISD) | 0.1 | $1.3M | 94k | 13.94 |
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Danaher Corporation (DHR) | 0.1 | $1.3M | +5% | 4.7k | 278.02 |
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Linde SHS (LIN) | 0.1 | $1.3M | -4% | 2.7k | 476.88 |
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Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.1 | $1.3M | 176k | 7.13 |
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BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $1.2M | 123k | 10.06 |
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Relx Sponsored Adr (RELX) | 0.1 | $1.2M | -4% | 26k | 47.46 |
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Wec Energy Group (WEC) | 0.1 | $1.2M | 13k | 96.18 |
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $1.2M | +31% | 109k | 10.84 |
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Entergy Corporation (ETR) | 0.1 | $1.2M | 8.9k | 131.61 |
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Fidelity National Information Services (FIS) | 0.1 | $1.1M | 14k | 83.75 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 2.3k | 493.78 |
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Unilever Spon Adr New (UL) | 0.1 | $1.1M | +18% | 17k | 64.96 |
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BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $1.1M | 98k | 11.28 |
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CRH Ord (CRH) | 0.1 | $1.1M | -4% | 12k | 92.74 |
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First Financial Corporation (THFF) | 0.1 | $1.1M | -6% | 24k | 43.85 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.1M | +3% | 6.4k | 165.85 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.0M | +8% | 1.8k | 576.77 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.0M | +5% | 8.8k | 116.96 |
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Brown Forman Corp CL B (BF.B) | 0.1 | $949k | +7% | 19k | 49.22 |
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3M Company (MMM) | 0.1 | $945k | 6.9k | 136.70 |
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Johnson & Johnson (JNJ) | 0.1 | $926k | 5.7k | 162.06 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $918k | -5% | 17k | 53.15 |
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Abbott Laboratories (ABT) | 0.1 | $893k | 7.8k | 114.02 |
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Manulife Finl Corp (MFC) | 0.1 | $885k | -6% | 30k | 29.55 |
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Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $844k | -2% | 16k | 54.43 |
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Shell Spon Ads (SHEL) | 0.1 | $819k | +2% | 12k | 65.95 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $806k | 3.4k | 237.21 |
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Caterpillar (CAT) | 0.1 | $802k | -8% | 2.1k | 391.12 |
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $777k | 42k | 18.50 |
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Heico Corp Cl A (HEI.A) | 0.1 | $767k | -3% | 3.8k | 203.76 |
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Ferrari Nv Ord (RACE) | 0.1 | $738k | +3% | 1.6k | 470.11 |
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Cbre Group Cl A (CBRE) | 0.1 | $737k | 5.9k | 124.48 |
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Kkr & Co (KKR) | 0.1 | $726k | -10% | 5.6k | 130.58 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $719k | 13k | 57.22 |
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Thomson Reuters Corp. (TRI) | 0.1 | $709k | -2% | 4.2k | 170.60 |
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Hilton Worldwide Holdings (HLT) | 0.1 | $705k | +7% | 3.1k | 230.50 |
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Apogee Enterprises (APOG) | 0.1 | $700k | 10k | 70.02 |
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O'reilly Automotive (ORLY) | 0.1 | $697k | 605.00 | 1151.60 |
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Sea Sponsord Ads (SE) | 0.1 | $681k | +93% | 7.2k | 94.31 |
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Costco Wholesale Corporation (COST) | 0.1 | $677k | 764.00 | 886.50 |
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MercadoLibre (MELI) | 0.1 | $671k | +73% | 327.00 | 2051.96 |
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Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $668k | -5% | 6.8k | 98.72 |
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Ufp Industries (UFPI) | 0.1 | $656k | 5.0k | 131.21 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $655k | -8% | 1.3k | 488.07 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $648k | -19% | 6.1k | 106.76 |
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Argenx Se Sponsored Adr (ARGX) | 0.1 | $639k | 1.2k | 542.08 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $621k | 4.0k | 154.02 |
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Shopify Cl A (SHOP) | 0.1 | $620k | +5% | 7.7k | 80.14 |
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AtriCure (ATRC) | 0.1 | $594k | 21k | 28.04 |
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Walt Disney Company (DIS) | 0.1 | $590k | 6.1k | 96.19 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $587k | 4.9k | 120.37 |
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Home Depot (HD) | 0.1 | $586k | -2% | 1.4k | 405.20 |
|
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $583k | 4.4k | 131.44 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $583k | 1.9k | 314.39 |
|
|
Ishares Tr Us Sml Cap Eqt (SMLF) | 0.1 | $580k | NEW | 8.7k | 66.35 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $578k | 7.2k | 80.37 |
|
|
Pepsi (PEP) | 0.1 | $564k | 3.3k | 170.05 |
|
|
Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $552k | +89% | 177k | 3.12 |
|
Xcel Energy (XEL) | 0.1 | $551k | -21% | 8.4k | 65.30 |
|
Procter & Gamble Company (PG) | 0.1 | $550k | -10% | 3.2k | 173.20 |
|
Micron Technology (MU) | 0.1 | $544k | 5.2k | 103.71 |
|
|
Nuveen Minn Quality Mun Inm SHS (NMS) | 0.1 | $537k | 42k | 12.91 |
|
|
Bhp Group Sponsored Ads (BHP) | 0.1 | $525k | -4% | 8.4k | 62.11 |
|
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $516k | 21k | 24.49 |
|
|
Rio Tinto Sponsored Adr (RIO) | 0.0 | $505k | -5% | 7.1k | 71.18 |
|
Markel Corporation (MKL) | 0.0 | $489k | -2% | 312.00 | 1568.58 |
|
Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $485k | 8.1k | 59.91 |
|
|
CoStar (CSGP) | 0.0 | $471k | -3% | 6.2k | 75.44 |
|
Eli Lilly & Co. (LLY) | 0.0 | $470k | -3% | 531.00 | 885.18 |
|
Vulcan Materials Company (VMC) | 0.0 | $467k | 1.9k | 250.43 |
|
|
Rentokil Initial Sponsored Adr (RTO) | 0.0 | $452k | -18% | 18k | 24.93 |
|
Motorola Solutions Com New (MSI) | 0.0 | $441k | 981.00 | 449.63 |
|
|
Victory Portfolios Ii Core Intermediat (UITB) | 0.0 | $436k | 9.1k | 47.93 |
|
|
Fifth Third Ban (FITB) | 0.0 | $431k | -12% | 10k | 42.84 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $431k | 1.1k | 375.38 |
|
|
Abbvie (ABBV) | 0.0 | $409k | -3% | 2.1k | 197.48 |
|
Nxp Semiconductors N V (NXPI) | 0.0 | $408k | 1.7k | 240.01 |
|
|
Cisco Systems (CSCO) | 0.0 | $402k | -5% | 7.6k | 53.22 |
|
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $401k | -9% | 9.2k | 43.43 |
|
Tyler Technologies (TYL) | 0.0 | $389k | -9% | 667.00 | 583.71 |
|
Martin Marietta Materials (MLM) | 0.0 | $381k | +55% | 707.00 | 538.25 |
|
Merck & Co (MRK) | 0.0 | $378k | -2% | 3.3k | 113.56 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $375k | 887.00 | 423.12 |
|
|
McDonald's Corporation (MCD) | 0.0 | $365k | -7% | 1.2k | 304.51 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $356k | 6.7k | 52.81 |
|
|
Lennar Corp Cl A (LEN) | 0.0 | $355k | 1.9k | 187.48 |
|
|
Proto Labs (PRLB) | 0.0 | $354k | -2% | 12k | 29.37 |
|
First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $349k | 4.0k | 87.34 |
|
|
Tesla Motors (TSLA) | 0.0 | $334k | -83% | 1.3k | 261.63 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $333k | -4% | 3.8k | 87.81 |
|
CommVault Systems (CVLT) | 0.0 | $333k | 2.2k | 153.85 |
|
|
Adobe Systems Incorporated (ADBE) | 0.0 | $330k | -85% | 637.00 | 517.78 |
|
Zto Express Cayman Sponsored Ads A (ZTO) | 0.0 | $329k | -5% | 13k | 24.77 |
|
Arch Cap Group Ord (ACGL) | 0.0 | $323k | +4% | 2.9k | 111.88 |
|
Live Nation Entertainment (LYV) | 0.0 | $321k | -3% | 2.9k | 109.49 |
|
Wal-Mart Stores (WMT) | 0.0 | $319k | -11% | 4.0k | 80.75 |
|
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $319k | +28% | 131k | 2.44 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $306k | 1.3k | 243.06 |
|
|
P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $305k | +21% | 15k | 19.77 |
|
Credicorp (BAP) | 0.0 | $304k | -5% | 1.7k | 181.00 |
|
Chevron Corporation (CVX) | 0.0 | $295k | -4% | 2.0k | 147.22 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $292k | -5% | 4.5k | 64.81 |
|
Domino's Pizza (DPZ) | 0.0 | $285k | -2% | 663.00 | 430.14 |
|
Veeva Sys Cl A Com (VEEV) | 0.0 | $274k | NEW | 1.3k | 209.87 |
|
Bank of America Corporation (BAC) | 0.0 | $274k | -14% | 6.9k | 39.68 |
|
NetApp (NTAP) | 0.0 | $273k | 2.2k | 123.51 |
|
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $273k | -4% | 835.00 | 326.73 |
|
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $267k | 11k | 24.38 |
|
|
CarMax (KMX) | 0.0 | $266k | -4% | 3.4k | 77.38 |
|
Canadian Natl Ry (CNI) | 0.0 | $266k | -5% | 2.3k | 117.18 |
|
Strategic Trust Running Gwth Etf (RUNN) | 0.0 | $263k | +11% | 7.9k | 33.43 |
|
Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $260k | 5.0k | 52.07 |
|
|
Intel Corporation (INTC) | 0.0 | $259k | -74% | 11k | 23.46 |
|
Ge Vernova (GEV) | 0.0 | $254k | NEW | 995.00 | 255.00 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $252k | NEW | 5.3k | 47.85 |
|
Ishares Tr Us Infrastruc (IFRA) | 0.0 | $248k | 5.3k | 46.97 |
|
|
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $247k | NEW | 2.5k | 98.07 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $246k | +6% | 4.9k | 49.92 |
|
Sba Communications Corp Cl A (SBAC) | 0.0 | $244k | -6% | 1.0k | 240.70 |
|
Fortrea Hldgs Common Stock (FTRE) | 0.0 | $240k | 12k | 20.00 |
|
|
Goldman Sachs (GS) | 0.0 | $238k | 480.00 | 495.11 |
|
|
Modine Manufacturing (MOD) | 0.0 | $237k | NEW | 1.8k | 132.79 |
|
Microchip Technology (MCHP) | 0.0 | $235k | 2.9k | 80.29 |
|
|
Marriott Intl Cl A (MAR) | 0.0 | $234k | 941.00 | 248.60 |
|
|
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $231k | 16k | 14.69 |
|
|
Anthem (ELV) | 0.0 | $229k | 441.00 | 520.00 |
|
|
Progressive Corporation (PGR) | 0.0 | $223k | -31% | 878.00 | 253.76 |
|
General Mills (GIS) | 0.0 | $217k | NEW | 2.9k | 73.85 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $213k | -23% | 945.00 | 225.76 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $209k | NEW | 1.7k | 119.70 |
|
Netflix (NFLX) | 0.0 | $208k | NEW | 293.00 | 709.29 |
|
Natera (NTRA) | 0.0 | $206k | NEW | 1.6k | 126.95 |
|
Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $138k | +17% | 13k | 11.05 |
|
Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $136k | NEW | 33k | 4.18 |
|
Natwest Group Spons Adr (NWG) | 0.0 | $96k | NEW | 10k | 9.36 |
|
Past Filings by Marks Group Wealth Management
SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019
- Marks Group Wealth Management 2024 Q3 filed Oct. 30, 2024
- Marks Group Wealth Management 2024 Q2 filed Aug. 14, 2024
- Marks Group Wealth Management 2024 Q1 filed April 29, 2024
- Marks Group Wealth Management 2023 Q4 filed Feb. 1, 2024
- Marks Group Wealth Management 2023 Q3 filed Oct. 30, 2023
- Marks Group Wealth Management 2023 Q2 filed July 19, 2023
- Marks Group Wealth Management 2023 Q1 filed May 3, 2023
- Marks Group Wealth Management 2022 Q4 filed Feb. 6, 2023
- Marks Group Wealth Management 2022 Q3 filed Nov. 14, 2022
- Marks Group Wealth Management 2022 Q2 filed Aug. 9, 2022
- Marks Group Wealth Management 2022 Q1 filed May 10, 2022
- Marks Group Wealth Management 2021 Q4 restated filed March 3, 2022
- Marks Group Wealth Management 2021 Q4 filed Feb. 14, 2022
- Marks Group Wealth Management 2021 Q3 filed Nov. 15, 2021
- Marks Group Wealth Management 2021 Q2 filed Aug. 10, 2021
- Marks Group Wealth Management 2021 Q1 filed May 17, 2021